Personal Banking Officer

Toronto, ON
On-site
Posted Oct 8, 2026
1 position

$53,000–$67,000 / year

Opens LinkedIn

Employment type: Full-time
Experience level: Mid-level · 2+ years
Apply by: Nov 4, 2026
Posting language: English
Working hours: 40 hours per week
Seniority: Associate
Application method: Direct apply is available

Job summary

Proactively engage members to understand their financial goals and recommend personalized banking, credit, mortgage, and investment solutions. Build and maintain member relationships, pursue sales and retention opportunities, refer members to specialized partners, and follow applicable risk, anti-money laundering, and policy requirements.

Job details

Location: Scarborough (On-site) Hours: Monday to Friday, 9:00 a.m. to 5:00 p.m., with availability required to work one Saturday every three weeks Language: English, strong written and verbal communication skills Background Check Requirements: Criminal record check, credit check, and employment references required About the Opportunity Our client, a leading credit union, is seeking a relationship-focused Personal Banking Officer to join their collaborative financial services team. In this permanent role, you’ll help members make confident financial decisions by understanding their goals and recommending personalized banking, credit, mortgage and investment solutions. You’ll work closely with members, branch colleagues and internal partners to grow relationships and identify new opportunities. This is an excellent fit for someone who enjoys proactive outreach, consultative sales and creating a positive member experience while contributing to a supportive, community-minded workplace. What’s In It for You You’ll join a people-first environment that values collaboration, integrity and respect, with opportunities for ongoing coaching and professional development. You’ll also gain exposure to a broad range of financial products and member needs while building your expertise in banking, lending and investments. This is a full-time, permanent role that offers 3-weeks' vacation, health and dental benefits, and pension plans. Your Responsibilities You’ll proactively connect with members through call plans, renewal lists, referrals and sales leads to understand their financial needs. You’ll recommend banking, credit, mortgage and investment solutions while providing thoughtful financial advice. You’ll build and maintain relationships with individual members, businesses, co-operatives and not-for-profit organizations. You’ll identify high-value opportunities and connect members with internal or external partners when specialized expertise is required. You’ll contribute to sales and retention goals by uncovering longer-term financial needs and following through on opportunities. You’ll apply risk-based pricing, anti-money laundering requirements and established policies while maintaining accurate member interactions. Skills and Qualifications 3+ years of related financial institution experience, combined with post-secondary education or an equivalent combination of education and experience. Experience providing credit solutions, particularly mortgage lending is required. Proven sales experience with strong interviewing, relationship-building, negotiation and problem-solving skills. Strong working knowledge of investments, lending, mortgages and financial needs analysis. CSC or IFIC completion is an asset. Proficiency with Microsoft Office and other common business applications, along with strong analytical and mathematical skills. Note from the Hiring Manager “We’re looking for someone who genuinely enjoys getting to know people and understanding what matters to them financially. If you’re proactive, comfortable having meaningful financial conversations and motivated by building lasting relationships, you’ll have an opportunity to make a real impact here.” Why Partner with Altis If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

What you’ll do

Requirements

Requires at least three years of related financial institution experience, combined with post-secondary education or an equivalent combination of education and experience. Candidates must have credit solutions experience, particularly mortgage lending, and strong sales, relationship-building, financial product knowledge, analytical, and communication skills; CSC or IFIC completion is an asset.